Send Channel Message with Zoho Cliq API on New Deal Updated from HubSpot API

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New Deal Updated from the HubSpot API

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Send Channel Message with the Zoho Cliq API

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Getting Started#

This integration creates a workflow with a HubSpot trigger and Zoho Cliq action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the New Deal Updated trigger
1. Connect your HubSpot account
2. Configure timer
3. Optional- Select a Pipeline
4. Optional- Select a Stage
Configure the Send Channel Message action
1. Connect your Zoho Cliq account
2. Select a Channel Name
3. Configure Text
Deploy the workflow
Send a test event to validate your setup
Turn on the trigger

Details#

This integration uses pre-built, source-available components from Pipedream's GitHub repo. These components are developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

Trigger#

New Deal Updated on HubSpot

Description:Emit new event each time a deal is updated. [See the documentation](https://developers.hubspot.com/docs/api/crm/search)

Version:0.0.18

Key:hubspot-new-deal-updated

View on GitHub

HubSpot Overview#

The HubSpot API enables developers to integrate into HubSpots CRM, CMS, Conversations, and other features. It allows for automated management of contacts, companies, deals, and marketing campaigns, enabling custom workflows, data synchronization, and task automation. This streamlines operations and boosts customer engagement, with real-time updates for rapid response to market changes.

Trigger Code#

import common from "../common/common.mjs";

export default {
  ...common,
  key: "hubspot-new-deal-updated",
  name: "New Deal Updated",
  description: "Emit new event each time a deal is updated. [See the documentation](https://developers.hubspot.com/docs/api/crm/search)",
  version: "0.0.18",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    pipeline: {
      propDefinition: [
        common.props.hubspot,
        "dealPipeline",
      ],
      description: "Filter deals by pipeline",
      optional: true,
    },
    stage: {
      propDefinition: [
        common.props.hubspot,
        "stages",
        (c) => ({
          pipeline: c.pipeline,
        }),
      ],
      type: "string",
      label: "Stage",
      description: "Filter deals by stage",
      optional: true,
    },
  },
  hooks: {},
  methods: {
    ...common.methods,
    getTs(deal) {
      return Date.parse(deal.updatedAt);
    },
    generateMeta(deal) {
      const {
        id,
        properties,
      } = deal;
      const ts = this.getTs(deal);
      return {
        id: `${id}${ts}`,
        summary: properties.dealname,
        ts,
      };
    },
    isRelevant(deal, updatedAfter) {
      return this.getTs(deal) > updatedAfter;
    },
    getParams() {
      const params = {
        limit: 100,
        sorts: [
          {
            propertyName: "hs_lastmodifieddate",
            direction: "DESCENDING",
          },
        ],
        object: "deals",
      };
      if (this.pipeline) {
        params.filters = [
          {
            propertyName: "pipeline",
            operator: "EQ",
            value: this.pipeline,
          },
        ];
        if (this.stage) {
          params.filters.push({
            propertyName: "dealstage",
            operator: "EQ",
            value: this.stage,
          });
        }
      }
      return params;
    },
    async processResults(after, params) {
      await this.searchCRM(params, after);
    },
  },
};

Trigger Configuration#

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.

Label	Prop	Type	Description
HubSpot	`hubspot`	`app`	This component uses the HubSpot app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`
Pipeline	`pipeline`	`string`	Select a value from the drop down menu.
Stage	`stage`	`string`	Select a value from the drop down menu.

Trigger Authentication#

HubSpot uses OAuth authentication. When you connect your HubSpot account, Pipedream will open a popup window where you can sign into HubSpot and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any HubSpot API.

Pipedream requests the following authorization scopes when you connect your account:

business-intelligencecrm.lists.readcrm.lists.writecrm.objects.companies.readcrm.objects.companies.writecrm.objects.contacts.readcrm.objects.contacts.writecrm.objects.deals.readcrm.objects.deals.writecrm.objects.quotes.readcrm.objects.quotes.writecrm.objects.owners.readcrm.schemas.companies.readcrm.schemas.companies.writecrm.schemas.contacts.readcrm.schemas.contacts.writecrm.schemas.deals.readcrm.schemas.deals.writecrm.schemas.quotes.readconversations.readcrm.importfilesformsforms-uploaded-filesintegration-syncoauthtimeline

About HubSpot#

HubSpot's CRM platform contains the marketing, sales, service, operations, and website-building software you need to grow your business.

Action#

Send Channel Message on Zoho Cliq

Description:Send message to a channel. [See documentation](https://www.zoho.com/cliq/help/restapi/v2/#Post_Message_Channel)

Version:0.0.2

Key:zoho_cliq-send-channel-message

View on GitHub

Zoho Cliq Overview#

The Zoho Cliq API allows you to automate and integrate your team communication within Zoho Cliq. With this API, you can create bots to send messages, manage channels and users, and streamline notifications to your team about events from other applications or services. Using Pipedream, you can harness these capabilities to create powerful workflows that trigger actions within Zoho Cliq or react to events happening in Cliq to perform tasks in other apps.

Action Code#

import app from "../../zoho_cliq.app.mjs";

export default {
  name: "Send Channel Message",
  version: "0.0.2",
  key: "zoho_cliq-send-channel-message",
  description: "Send message to a channel. [See documentation](https://www.zoho.com/cliq/help/restapi/v2/#Post_Message_Channel)",
  type: "action",
  props: {
    app,
    channel: {
      propDefinition: [
        app,
        "channel",
        () => ({
          useName: true,
        }),
      ],
      label: "Channel Name",
      description: "The channel name",
    },
    text: {
      label: "Text",
      description: "The text message",
      type: "string",
    },
  },
  async run({ $ }) {
    const response = await this.app.sendChannelMessage({
      $,
      channelName: this.channel,
      data: {
        text: this.text,
        sync_message: true,
      },
    });

    if (response) {
      $.export("$summary", `Successfully sent message with ID ${response.message_id}`);
    }

    return response;
  },
};

Action Configuration#

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI.

Label	Prop	Type	Description
Zoho Cliq	`app`	`app`	This component uses the Zoho Cliq app.
Channel Name	`channel`	`string`	Select a value from the drop down menu.
Text	`text`	`string`	The text message

Action Authentication#

Zoho Cliq uses OAuth authentication. When you connect your Zoho Cliq account, Pipedream will open a popup window where you can sign into Zoho Cliq and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Zoho Cliq API.

Pipedream requests the following authorization scopes when you connect your account:

ZohoCliq.Buddies.READZohoCliq.Webhooks.CREATEZohoCliq.Channels.READZohoCliq.Chats.READZohoCliq.Bots.READZohoCliq.Organisation.READZohoCliq.Reminders.CREATEZohoCliq.Users.READZohoCliq.Messages.READ

Send Channel Message with Zoho Cliq API on New Deal Updated from HubSpot API

Pipedream makes it easy to connect APIs for Zoho Cliq, HubSpot and 2,400+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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